Frank Jr.: Fraudulent Checks

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Issue 1: In the movie, Frank Jr. cashes over $4 million in fraudulent checks. The issue is whether he has to realize income and recognize gross income.
Rule: According to the rule, when a taxpayer sells or disposes of property, this triggers a realized gain/loss. To calculate the gain/loss, a taxpayer takes their Amount Realized and then subtracts their Adjusted Basis. Amount Realized is everything a tax payer receives. The Adjusted Basis is (Initial Basis +Capital Additions –Capital Recoveries). Taxpayers must recognize the gain/loss unless there is a special rule that states otherwise.
Application: Frank Jr’s property was the fraudulent checks he created. When he cashed them, he triggered a realized gain or loss. The amount realized is over …show more content…

cashed the check, he disposed of property. This triggers a realized gain or loss. The amount realized is $100. The adjusted basis is $0. The realized gain is $100. He also recognizes it because there is no special rule to prevent him from recognizing it.
Conclusion: Yes, Frank Jr. realizes and recognizes the $100.
Issue #7: In the movie, Frank Jr. cashed a payroll check at a bank and distracted the teller from examining the check thoroughly. Does Frank Jr. realize income and recognize gross income?
Rule: According to the rule, when a taxpayer sells or disposes of property, this triggers a realized gain/loss. To calculate the gain/loss, a taxpayer takes their Amount Realized and then subtracts their Adjusted Basis. Amount Realized is everything a tax payer receives. The Adjusted Basis is (Initial Basis +Capital Additions –Capital Recoveries). Taxpayers must recognize the gain/loss unless there is a special rule that states otherwise.
Application: Even though we didn’t see the amount of the check he cashed, Frank Jr. disposed of property which triggers a realized gain or loss. He will realize the difference and recognize it because there is no special rule to prevent him from recognizing …show more content…

does not realize or recognize any income or gross income. Frank realizes a gain of $14,000 but does not recognize it.
Issue 9: In the movie, Frank Jr. buys the model for the night for $1,000. He gives her a check for $1,400 and she gives him $400 in cash plus her services. Does Frank Jr. and/or the model realize income and recognize gross income for this transaction?
Rule: According to the rule, when a taxpayer sells or disposes of property, this triggers a realized gain/loss. To calculate the gain/loss, a taxpayer takes their Amount Realized and then subtracts their Adjusted Basis. Amount Realized is everything a tax payer receives. The Adjusted Basis is (Initial Basis +Capital Additions –Capital Recoveries). Taxpayers must recognize the gain/loss unless there is a special rule that states otherwise.
Application: Frank Jr. receives $1,000 in services and $400 in cash. This makes his amount realized $1,400. The adjusted basis in the fraudulent checks is $0. The realized gain is $1,400. There is not a special recognition rule so he must recognize the $1,400 in gross income. The model realizes $1,400 so her amount realized was $1,400. The adjusted basis was $400 in cash. The realized gain was $1,000. She must also recognize it because no special rule

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